Position in ITRI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$865
-$31 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#380
of 409 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ITRI Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026HHM Wealth Advisors, LLC holds $312,417 across 3 Scientific & Technical Instruments names. ITRI ranks #3 (0.3% of the industry book) .
All Filings in ITRI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $865 | 10 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $896 | 10 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $928 | 10 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,245 | 10 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,316 | 10 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,047 | 10 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,085 | 10 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,068 | 10 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $989 | 10 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $925 | 10 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $755 | 10 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||